Research analysts who have asked questions during ICL Group earnings calls.
Alexander Jones
BofA
3 questions for ICL
Also covers: ARHUF, NVZMY
Joel Jackson
BMO Capital Markets
3 questions for ICL
Also covers: AGCO, ALB, ALTM +11 more
BT
Ben Theurer
Barclays
2 questions for ICL
Also covers: ADM, CX, HRL +6 more
MC
Mubasher Chaudhry
Citigroup
2 questions for ICL
Also covers: AIQUY
RP
Rahi Parikh
Barclays
2 questions for ICL
Also covers: BG, HRL, KOF +1 more
WT
Will Tang
Jefferies
2 questions for ICL
Alex Jones
Bank of America
1 question for ICL
Also covers: AIQUY
KC
Kyle Caunt
Citi
1 question for ICL
WT
William Tang
SIG
1 question for ICL
Also covers: NU
Recent press releases and 8-K filings for ICL.
ICL Finalizes Dead Sea Concession Asset Valuation and Transition Agreement
ICL
New Projects/Investments
Legal Proceedings
- ICL has signed a final and binding agreement with the State of Israel regarding the valuation of assets and the transition process for the Dead Sea concession.
- The agreed asset valuation is $2.54 billion, with 95% of the total consideration to be paid on April 1, 2030, and the remaining 5% on September 1, 2030.
- The agreement ensures a continued supply of raw materials for ICL's downstream operations (bromine compounds and Periclase) through 2035, with no expected material change in profitability.
- ICL will cooperate with the state's tender process for the new concession, which aims to select a new holder by early 2028, well before the current concession expires in March 2030.
6 days ago
ICL Finalizes Agreement with State of Israel on Concession Asset Valuation
ICL
Legal Proceedings
New Projects/Investments
- ICL has signed a final and binding agreement with the State of Israel concerning the valuation of assets and the transition process for its concession, based on principles from the November 2025 MOU.
- The agreement sets the asset valuation at $2.54 billion, with an additional hundreds of millions for investments in the permanent Salt Harvesting Project.
- The current concession expires at the end of March 2030, with 95% of the consideration to be paid on April 1, 2030, and the remaining 5% on September 1, 2030.
- The agreement ensures the continued supply of raw materials for ICL's downstream bromine compounds and periclase operations through 2035, with potential for extension.
- The State of Israel plans to conclude new concession legislation within 1 to 1.5 years, with the pre-qualification phase for bidders expected in 2026, and the new concession holder to be chosen by the end of 2027.
6 days ago
ICL Finalizes Concession Agreement with State of Israel
ICL
New Projects/Investments
- ICL has signed a final and binding agreement with the State of Israel regarding the valuation of assets and the transition process for the concession, formalizing a November 2025 Memorandum of Understanding (MOU).
- The agreement values the assets at $2.54 billion, with 95% of the payment due on April 1, 2030, and the remaining 5% on September 1, 2030.
- It ensures continued raw material supply for ICL's downstream operations (bromine compounds and periclase) through 2035, with no expected material change in profitability for these segments.
- ICL will cooperate with the state's tender process for the new concession, with a prequalification phase anticipated in 2026 and the new concession holder expected to be chosen by the end of 2027.
6 days ago
ICL Finalizes Concession Agreement with State of Israel
ICL
New Projects/Investments
Legal Proceedings
- ICL has signed a final and binding agreement with the State of Israel concerning the valuation of assets and the transition process for its current concession, which expires in March 2030.
- The agreement establishes an asset valuation of $2.54 billion, plus hundreds of millions for the Salt Harvesting Project, with 95% of the payment due on April 1, 2030, and the remaining 5% on September 1, 2030.
- A critical clause ensures the state will have no right of setoff against the total consideration.
- The agreement secures the continued supply of raw materials for ICL's downstream operations (bromine compounds and periclase) through 2035, with potential for extension, without expecting a material change in profitability.
- ICL will cooperate with the state's tender process for the new concession, with the government's timeline aiming for a pre-qualification phase in 2026 and the selection of a new concession holder by the end of 2027.
6 days ago
ICL Finalizes Concession Agreement with State of Israel
ICL
New Projects/Investments
Guidance Update
- ICL signed a final and binding agreement with the State of Israel regarding the valuation of assets and the transition process between the current and future concessions.
- The agreement sets the asset valuation at $2.54 billion, with additional hundreds of millions allocated for investments in the permanent salt harvesting project.
- The current concession expires at the end of March 2030, with 95% of the total consideration to be paid on April 1, 2030, and the remaining 5% on September 1, 2030.
- The agreement ensures continued supply of raw materials for ICL's downstream operations (bromine compounds and Periclase) through 2035, with no material change expected in their profitability.
- The State of Israel plans to conclude new concession legislation within 1 to 1.5 years, with pre-qualification for bidders in 2026, a Request for Proposal (RFP) in 2027, and selection of the next concession holder by the end of 2027.
6 days ago
ICL Finalizes Concession Agreement with State of Israel
ICL
New Projects/Investments
Guidance Update
- ICL has signed a final and binding agreement with the State of Israel regarding the valuation of assets and the transition process for the current concession.
- The agreed asset valuation is $2.54 billion, with an additional hundreds of millions for investments in the permanent Salt Harvesting Project.
- The payment schedule is finalized, with 95% of the total consideration to be paid on April 1, 2030, and the remaining 5% on September 1, 2030.
- The agreement ensures operational continuity for ICL's downstream activities (bromine compounds and periclase), securing the supply of raw materials until at least 2035 with no expected material change in profitability.
- The State of Israel's planned timeline for the new concession process includes pre-qualification in 2026, Request for Proposal (RFP) in 2027, and selection of the new concession holder by the end of 2027, with allocation by early 2028.
6 days ago
ICL Group Ltd. Signs Binding Agreement for Dead Sea Concession Assets
ICL
New Projects/Investments
Guidance Update
- ICL Group Ltd. signed a detailed and binding agreement with the State of Israel on January 27, 2026, regarding the Dead Sea Concession Assets, based on principles from a Memorandum of Understanding dated November 5, 2025.
- The State of Israel will pay ICL a total of USD 2,540 million for the Concession Assets, along with amounts for harvest investments made from January 1, 2025, for the salt harvesting solution, estimated at hundreds of millions of dollars.
- This agreement is expected to remove significant uncertainty and risks regarding the concession's termination in 2030 and provides certainty on asset value and payment timing, though it is not anticipated to have a material impact on the Company's financial results.
- 95% of the total consideration will be paid on April 1, 2030, at the end of the concession period, with the remaining 5% paid on September 1, 2030.
- ICL intends to participate in the tender process for the Future Concession if the terms are economically viable and ensure a stable regulatory environment.
7 days ago
ICL Group Ltd. secures potash supply agreements for China
ICL
- ICL Group Ltd. has signed contracts to supply an aggregate amount of 750,000 metric tons of potash to customers in China during 2026.
- These agreements include a mutual option for an additional 330,000 metric tons of potash.
- The supply price is set at $348 per ton CIFFO, which aligns with recent contract settlements in China.
- These contracts are part of ICL's 2025-2027 framework agreements with its customers in China.
Dec 23, 2025, 9:00 PM
ICL Group Ltd. Outlines Strategic Growth Initiatives and Dead Sea Concession Status
ICL
New Projects/Investments
Guidance Update
M&A
- ICL Group Ltd. is focusing on profitable growth engines, targeting the $35 billion functional ingredients market with a projected 5% to 6% CAGR and the Specialty Crop Nutrition Market with a 6% CAGR.
- The company has an MOU with the Israeli Government concerning the Dead Sea Concession, aiming for financial and regulatory clarity, and anticipates securing the new concession.
- Post-2030, ICL projects its EBITDA to range from ~$1,800-2,000 million with the concession and ~$1,700-1,900 million without the concession.
- ICL is also engaged in portfolio optimization, evaluating non-synergistic and low-potential businesses for potential partnership, divestment, or closure.
Dec 23, 2025, 11:11 AM
ICL Group to Acquire Bartek Ingredients
ICL
M&A
New Projects/Investments
- ICL Group has entered into a definitive agreement to acquire Bartek Ingredients, a global leader in food-grade malic and fumaric acid.
- Bartek Ingredients currently generates approximately $65 million in annual revenue and is constructing a new production facility, expected to be completed in 2026, which will significantly expand capacity.
- The acquisition will be completed in two phases, with the first phase involving a cash investment of approximately $90 million for about 50% of Bartek, expected to close during the first quarter of 2026.
- This strategic acquisition aligns with ICL's refined strategy to expand its portfolio deeper into specialty food solutions.
Dec 18, 2025, 6:30 AM
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